Economic Research - 22V Research

Economic Research:

1.5 handed economist looking at housing construction

Gerard MacDonell January 18, 2024 3:38 PM

Time to reduce my estimate of marginal rent growth again

Gerard MacDonell January 18, 2024 3:03 PM

Core retail sales beat, implying upward revisions to the Q4 estimate of real PCE and probably the Q1 forecast too

Gerard MacDonell January 17, 2024 9:14 AM

An organizational behavior approach to Governor Waller’s talk

Gerard MacDonell January 17, 2024 7:06 AM

Waller Keeps Options Open and Emphasizes Risk Management

Peter Williams January 16, 2024 2:03 PM

Sticking with the moderate conviction short in rates, but with a bit of thesis creep admittedly

Gerard MacDonell January 16, 2024 7:13 AM

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